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Tricio Monthly Insights - Bracing for 2022

Our investment monthly for December provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at upside prospects for the FTSE 100, S&P 500 and TOPIX, USD gains as Fed tightening is anticipated, and potential downside risks to commodities. The diverging fortunes of Taiwan, Turkey and China are discussed in our emerging markets section. In our regular features - ESG looks at new disclosure standards from the CFA, Investing for Yield looks at UK REIT's, Under the Bonnet examines wage growth, Jargon Buster explains tapering. To receive this and other publications regularly, please subscribe to Tricio Insights.

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Focus - Currency Matters April 2024

The USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain


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